Chevy Chase Trust’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.8M | Buy |
209,869
+489
| +0.2% | +$48.4K | 0.06% | 258 |
|
|
2025
Q1 | $21.6M | Sell |
209,380
-1,724
| -0.8% | -$178K | 0.07% | 243 |
|
|
2024
Q4 | $19.6M | Sell |
211,104
-5,190
| -2% | -$481K | 0.06% | 264 |
|
|
2024
Q3 | $22.5M | Sell |
216,294
-6,052
| -3% | -$629K | 0.07% | 240 |
|
|
2024
Q2 | $21.4M | Sell |
222,346
-3,616
| -2% | -$348K | 0.07% | 237 |
|
|
2024
Q1 | $22.4M | Sell |
225,962
-4,038
| -2% | -$401K | 0.07% | 243 |
|
|
2023
Q4 | $20.6M | Sell |
230,000
-2,819
| -1% | -$252K | 0.07% | 245 |
|
|
2023
Q3 | $18.7M | Sell |
232,819
-6,263
| -3% | -$503K | 0.07% | 250 |
|
|
2023
Q2 | $21.3M | Sell |
239,082
-3,293
| -1% | -$293K | 0.08% | 233 |
|
|
2023
Q1 | $20.5M | Buy |
242,375
+700
| +0.3% | +$59.1K | 0.08% | 231 |
|
|
2022
Q4 | $18.9M | Sell |
241,675
-17,723
| -7% | -$1.39M | 0.08% | 242 |
|
|
2022
Q3 | $16.6M | Buy |
259,398
+1,223
| +0.5% | +$78K | 0.07% | 263 |
|
|
2022
Q2 | $18.2M | Sell |
258,175
-498
| -0.2% | -$35.2K | 0.08% | 244 |
|
|
2022
Q1 | $19.9M | Buy |
258,673
+451
| +0.2% | +$34.7K | 0.07% | 256 |
|
|
2021
Q4 | $22.5M | Sell |
258,222
-7,296
| -3% | -$635K | 0.07% | 246 |
|
|
2021
Q3 | $21.8M | Buy |
265,518
+4,990
| +2% | +$411K | 0.08% | 239 |
|
|
2021
Q2 | $21.3M | Sell |
260,528
-16,921
| -6% | -$1.38M | 0.07% | 253 |
|
|
2021
Q1 | $19M | Sell |
277,449
-20,257
| -7% | -$1.39M | 0.07% | 273 |
|
|
2020
Q4 | $20.1M | Sell |
297,706
-10,118
| -3% | -$683K | 0.07% | 260 |
|
|
2020
Q3 | $19.2M | Sell |
307,824
-26,961
| -8% | -$1.68M | 0.08% | 241 |
|
|
2020
Q2 | $19M | Buy |
+334,785
| New | +$19M | 0.08% | 245 |
|